Update 2 articles about the Documents module

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Svetlana Maleeva 2024-02-22 18:06:52 +03:00
parent f797de43de
commit f2b462ef3f
4 changed files with 9 additions and 8 deletions

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<li><b>Document</b> to create a new text document</li>
<li><b>Spreadsheet</b> to create a new spreadsheet</li>
<li><b>Presentation</b> to create a new presentation</li>
<li><b>Form template</b> to create a new <b>.docxf</b> file which allows editing text and working with form fields. Choose one of the options:
<li><b>PDF Form</b> to create a new <b>.docxf</b> file which allows editing text and working with form fields. Choose one of the options:
<ul>
<li><b>From blank</b> to create an empty <b>.docxf</b> file.</li>
<li><b>From text document</b> to create a <b>.docxf</b> file on the base of an existing <b>.docx</b> document. Select the necessary file stored on your portal and click <b>Create</b>.</li>
<li><b>Blank</b> to create an empty <b>.docxf</b> file.</li>
<li><b>From portal file</b> to create a <b>.docxf</b> file on the base of an existing <b>.docx</b> document stored on your portal. Select the necessary file and click <b>Create</b>.</li>
<li><b>From local file</b> to create a <b>.docxf</b> file on the base of an existing <b>.docx</b> document stored on your computer. Select the necessary file and click <b>Open</b>.</li>
</ul>
<p>To learn more on how to create a Form template, you can refer to <a target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Document-Editor/UsageInstructions/CreateFillableForms.aspx")%>">this article</a>.</p>
<p>To learn more on how to create a fillable form, you can refer to <a target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Document-Editor/UsageInstructions/CreateFillableForms.aspx")%>">this article</a>.</p>
</li>
<li><b>Folder</b> to create a new folder</li>
</ul>
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<p>You can perform the following operations with your documents:</p>
<ul>
<li><b>Save as oform</b> - this option is only available for the <code>.docxf</code> Form templates</li>
<li><b>Fill in the form</b> - this option is only available for the <code>.oform</code> fillable forms</li>
<li><b>Fill in the form</b> - this option is only available for the <code>.pdf</code> fillable forms</li>
<li><b>Share</b> several documents at once for the portal users</li>
<li>Copy <b>Quick external link</b> to a file with default permissions for people outside the portal. The default access type is specified in Settings / Common / Default access rights in sharing settings / Default access rights for a specific file type.</li>
<li>Copy the <b>link</b> to a file or folder to clipboard <b>for portal users</b></li>

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<h2 id="step2_block">Sharing files directly from the editors</h2>
<div class="block_of_step">
<div class="screen_text">
<p>If you are editing a <code>.docx</code>/<code>.xlsx</code>/<code>.pptx</code> file or a <code>.docxf</code> form template, you can open the <b>Sharing Settings</b> window directly from the editor interface in one of the following ways:</p>
<p>If you are editing a <code>.docx</code>/<code>.xlsx</code>/<code>.pptx</code> file or a <code>.docxf</code> form, you can open the <b>Sharing Settings</b> window directly from the editor interface in one of the following ways:</p>
<ul>
<li>click the <img alt="Sharing" src="<%=VirtualPathUtility.ToAbsolute("~/OfficeWeb/apps/documenteditor/main/resources/help/images/src/icons/access_rights.png")%>" /> <b>Share</b> icon on the right side of the editor header;</li>
<li>switch to the <b>Collaboration</b> tab and click the <img alt="Sharing" src="<%=VirtualPathUtility.ToAbsolute("~/OfficeWeb/apps/documenteditor/main/resources/help/images/src/icons/sharingicon.png")%>" /> <b>Sharing</b> button at the top toolbar;</li>
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<div class="screen_text">
<p>A user with <b>Form Filling</b> permissions can do the following:</p>
<ul>
<li>View the <code>.oform</code> fillable form, navigate between fields and fill in or clear the form fields. All other editing options except entering text into the form fields are not available.</li>
<li>The user can also save the file on the portal in the <code>.pdf</code> format, print the file, download the file in the <code>.pdf</code> or <code>.docx</code> format, open the file location and change the interface theme.</li>
<li>View the <code>.pdf</code> fillable form, navigate between fields and fill in or clear the form fields. All other editing options except entering text into the form fields are not available.</li>
<li>The user can also save the file on the portal in the <code>.pdf</code> format, print the file, switch to the File tab and download the form in one of the supported format, open the file location, <a target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-PDF-Editor/HelpfulHints/AdvancedSettings.aspx")%>">adjust advanced settings</a>.</li>
</ul>
</div>
</div>

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